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Document 1091426.

Case Study:Implementation Steps R12 Oracle Projects (Doc ID 1091426.1) To Bottom

Modified: Jun 13, 2012 Type: WHITE PAPER Status: PUBLISHED Priority: 3 Comments (0)

In this Document

Abstract
Objective
How to Use This Note
Project Foundation
Project Foundation Features
Project Costing
Project Costing Features
Project Billing
Project Billing Features
Project Resource Management
Project Resource Management Features
Project Management
Project Management Features
Project Collaboration
History
Details
Summary

APPLIES TO:

Oracle Project Costing - Version 12.0.1 to 12.1.1 [Release 12.0 to 12.1]


Oracle Project Foundation - Version 12.0.0 to 12.1.3 [Release 12.0 to 12.1]
Oracle Project Portfolio Analysis - Version 12.0.0 to 12.1.3 [Release 12.0 to 12.1]
Oracle Project Management - Version 12.0.1 to 12.1.3 [Release 12.0 to 12.1]
Oracle Project Collaboration - Version 12.1.2 and later
Information in this document applies to any platform.
Checked for relevance on 4-Nov-2011

ABSTRACT

Objective

As you plan your implementation of Oracle Projects, we recommend that you consider the implementation issues discussed in the
implementation users guide. Implementing a core system such as Oracle Projects is a complex and lengthy task. By carefully planning
your implementation, you can save valuable time and prevent errors.

How to Use This Note

This note is intended to be an implementation checklist. It is to help a new or existing users of Oracle Projects to understand
concepts and setup that may otherwise be dispersed across numerous implementation and user manuals. We hope that this enables
you to streamline your project to reduce the time/cost of the effort and raise the value realized by using Oracle Projects.

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Document 1091426.1

As additional notes are created to explain the details of setting up the application,trouble shooting, etc those notes will be linked.

Hyperlinks: Please note that any hyperlink in this note that you click should open a new window. The expected usage is such that
if you know how to perform a step you can simply remain in this note but if you require a more detailed explanation for a step,
you can click on the link to step out to the new note to complete the task without losing your place.

1. Project Foundation

1. Ledgers and Currencies


2. Organization Definition
3. Period and Calendar Defintion
4. Implementation Options
5. Resource Definition
6. Rate Schedule Definition
7. Role Definition
8. Project and Organization Security
9. Task Definition
10. Project Definition
11. System Administration and Maintenance

2. Project Foundation Features

1. Organization Forecasting
2. Utilization
3. Oracle Sales Integration
4. Oracle Advance Product Catalog Integration
5. Application Programming Interfaces (API's)

3. Project Costing

1. Licensing
2. Expenditure Definition
3. Accounting for Costs

4. Project Costing Features

1. Non-Labor Costing
2. Labor Costing
3. Capital Projects
4. Capitalized Interest
5. Allocations
6. Auto Allocations
7. Burdening
8. Cross Charge: Borrowed and Lent
9. Cross Charge: Intercompany Billing
10. Oracle Payables and Purchasing Migration
11. Oracle Internet Expenses Integration
12. Oracle Inventory Integration
13. Oracle Project Manufacturing Integration
14. Oracle Time and Labor Integration
15. Supplier Payment Control

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5. Project Billing

1. Licensing
2. Revenue and Invoicing
3. Agreements and Funding
4. Customers
5. Accounting for Revenue and Billing

6. Project Billing Features

1. Inter-Project Billing
2. Customer Billing Retention
3. Integration with Oracle Receivables

7. Project Resource Management

1. Licensing
2. Project Staffing

8. Project Resource Management Features

1. Organization Forecasting for Resources


2. Reporting

9. Project Management

1. Licensing

10. Project Management Features

1. Workplan and Progress Management


2. Project Deliverables
3. Budgeting and Forecasting
4. Issue and Change Managemetn
5. Microsoft Project Integration
6. Project Performance Reporting
7. Performance Exceptions reporting
8. Reporting Pack
9. Project Status Inquiry (PSI)
10. Project Status Reporting

11. Project Collaboration

1. Licensing
2. Team Member Home

HISTORY

Author: Jodi L Jennings


Create Date 29-APR-2010
Update Date 03-MAY-2010
Expire Date 30-APR-2020 (ignore after this date)

DETAILS

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Implementation Steps R12 Oracle Projects

The implementation checklist is made up of several checklists from the implementation users guide, one for each of the products in
the Oracle Projects solution, as listed below:

• Oracle Project Foundation


• Oracle Project Costing
• Oracle Project Billing
• Oracle Project Resource Management
• Oracle Project Management
• Oracle Project Portfolio Analysis
• Oracle Project Collaboration

You will need to select the appropriate items in the check list, based on your implementation.

Below is the check list of items for implementing Oracle Projects:

Product Abbreviation and Product Name

Required - All Required for all products in Oracle Projects Suite


Optional - All Optional for all products in Oracle Projects Suite
PJF - Project Foundation
PJC - Project Costing
PJB - Project Billing
PJP - Project Portfolio Analysis
PJR - Project Resource Management
PJT - Project Management
PJL - Project Collaboration

Projects Setup Step Setup Required / Setup Level Responsibility


Application Optional
Module

Project Foundation PJF-P1.1 Define ledger Required - All Site General Ledger
Setup

Project Foundation PJF-P1.2 Set the profile Required - All OU (set at the System
option GL: Ledger responsibility level) Administrator

Project Foundation PJF-P1.3 Enable additional Optional - All Site Projects


currencies you plan Implementation
to use Super User

Project Foundation PJF-P2.1 Define locations Required - All Business Group Projects
Implementation
Super User

Project Foundation PJF-P2.2 Define organizations Required - All Business Group Projects
Implementation
Super User

Project Foundation PJF-P2.3 Set the profile Optional - All Site System
option HR: Cross Administrator
Business Group

Project Foundation PJF-P2.4 Enable Multiple Optional - All Site Projects


Organization Implementation
Architecture Super User

Project Foundation PJF-P2.5 Define default Required - PJR Site Projects


operating unit for Optional - PJC Implementation
the project Super User
expenditure

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organizations

Project Foundation PJF-P2.6 Define organization Required - All Site Projects


hierarchies and/or Implementation
global organization Super User
hierarchies

Project Foundation PJF-P2.7 Assign a Project Optional - PJC, PJB Site Projects
Burdening Hierarchy Implementation
for each business Super User
group

Project Foundation PJF-P3.1 Set the profile Optional PJC, PJB Site System
option PA: Enable Administrator
Enhanced Period
Processing

Project Foundation PJF-P3.2 Define GL and PA Required - All Ledger Projects


periods - MUST DO Implementation
PJF-P4.1 DEFINE Super User
IMPLEMENTATION
OPTIONS before
this step is
completed.
Project Foundation PJF-P3.3 Set the GL period Optional PJC, PJB Ledger Projects
status Implementation
Super User

Project Foundation PJF-P3.4 Define calendar Required - PJR, PJT Site Projects
types Optional - PJC Implementation
Super User

Project Foundation PJF-P3.5 Define calendar Required - PJR, PJT Site Projects
shifts and shift Optional - PJC Implementation
patterns Super User

Project Foundation PJF-P3.6 Define calendar Optional - PJR, PJT, Site Projects
exceptions PJC Implementation
Super User

Project Foundation PJF-P3.7 Define calendars Required - PJR, PJT Site Projects
Optional - PJC Implementation
Super User

Project Foundation PJF-P3.8 Assign calendar Required - PJR, PJT Site Projects
shifts Optional - PJC Implementation
Super User

Project Foundation PJF-P3.9 Set the following Required - PJR, PJT Site
profile options: Optional - PJC
PA: Default
Calendar
PA: Global Week
Start Day
PA: Availability/Over
commitment
Calculation Period
PA: Percentage of
Resource’s Capacity
PA: Availability
Duration

Project Foundation PJF-P3.10 Define default Required - PJR Site Projects


calendar for the Optional – PJC, PJT Implementation
project expenditure Super User
organization

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Project Foundation PJF-P3.11 Run the Generate Required - PJR Site Projects
Calendar Schedules Optional - PJC Implementation
process Super User

Project Foundation PJF-P4.1 Define Required - All OU Projects


implementation Implementation
options (System, Super User
Currency, Project
Setup,
Expnd/Costing,
Billing, and Cross
Charge)

Project Foundation PJF-P5.1 Define job groups Required - PJR Business Group Projects
Optional - PJC, PJB Implementation
Super User

Project Foundation PJF-P5.2 Define job levels Required - PJR Site Projects
and job codes Implementation
Super User

Project Foundation PJF-P5.3 Define jobs Required - PJR Business Group Projects
Optional - PJC, PJB Implementation
Super User

Project Foundation PJF-P5.4 Define job mapping Optional - PJR, PJB, Business Group Projects
PJC Implementation
Super User

Project Foundation PJF-P5.5 Set profile option PA Required - PJR Site System
Project Resource Administrator
Job Group, or
define the job
group for the
organization

Project Foundation PJF-P5.6 Define rating scales Required - PJR Business Group Projects
Implementation
Super User

Project Foundation PJF-P5.7 Define Required - PJR Business Group Projects


competencies Implementation
Super User

Project Foundation PJF-P5.8 Define people, Required - PJR Business Group Projects
including address, Optional - All Implementation
assignment, job, Super User
supervisor and
competencies

Project Foundation PJF-P5.9 Migrate resource Optional - All Site Projects


data from other Implementation
systems Super User

Project Foundation PJF-P5.10 Run PRC: Maintain Required - PJR Site Projects
Project Resources Optional - Implementation
PJC(utilization) Super User

Project Foundation PJF-P6.1 Define rate Optional - PJC, PJB, OU Projects


schedules PJT Implementation
Super User

Project Foundation PJF-P7.1 Define roles Required - PJR, Business Group Projects
PJT, PJL Implementation
Optional - PJC, PJB Super User

Project Foundation PJF-P7.2 Define role lists Optional - All Site Project Super User

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Project Foundation PJF-P7.3 Define project roles Optional - All Site Project Super User
for organizations

Project Foundation PJF-P8.1 Implement Optional - All Site System


responsibility-based Administrator
security

Project Foundation PJF-P8.2 Set the profile Optional - All Site System
option PA: Cross- Administrator
Project User – View

Project Foundation PJF-P8.3 Set the profile Optional - All Site System
option PA: Cross- Administrator
Project User –
Update

Project Foundation PJF-P8.4 Set the profile Optional - All Site System
option PA: View All Administrator
Project Resources

Project Foundation PJF-P8.5 Implement role- Optional - PJR, PJT, Site Projects
based security PJL Implementation
Super User

Project Foundation PJF-P8.6 Implement Optional - PJC, PJR, Site Projects


organizational PJT, PJL Implementation
authority Super User

Project Foundation PJF-P8.7 Implement project Optional - All Site


security extension

Project Foundation PJF-P8.8 Define security Optional - All Business Group System
profiles and/or (need to be Administrator
global security changed when
profiles adding new OU)

Project Foundation PJF-P8.9 Set the profile Required - All Site System
option HR: Security Administrator
Profile

Project Foundation PJF-P9.1 Define additional Optional - PJT Site Projects


task statuses Implementation
Super User

Project Foundation PJF-P9.2 Define additional Optional - PJT Site Project Super User
task types
Project Foundation PJF-P9.3 Define additional Optional - PJT Site Projects
task priorities Implementation
Super User

Project Foundation PJF-P10.1 Define additional Optional - All Site Projects


statuses Implementation
Super User

Project Foundation PJF-P10.2 Define additional Optional - All Site Projects


classifications, class Implementation
categories and class Super User
codes

Project Foundation PJF-P10.3 Define services Required - All Site Projects


types Implementation
Super User

Project Foundation PJF-P10.4 Define project Required - PJB Site Projects


customer Implementation
relationships Super User

Project Foundation PJF-P10.5 Define contact types Required - PJB Site Projects

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Implementation
Super User

Project Foundation PJF-P10.6 Define probability Optional - All Site Projects


lists Implementation
Super User

Project Foundation PJF-P10.7 Define resource lists Required - All Business Group Projects
Implementation
Super User

Project Foundation PJF-P10.8 Implement resource Optional - PJT Site Project Super User
classes

Project Foundation PJF-P10.9 Define planning Optional - PJT Business Group Project Super User
resource lists

Project Foundation PJF-P10.10 Define resource Optional - PJT, PJC Business Group Project Super User
breakdown (allocations)
structures

Project Foundation PJF-P10.11 Define cycles Required - PJB Site Projects


Optional - PJT Implementation
Super User

Project Foundation PJF-P10.12 Define work types Required - PJR Site Projects
Optional - PJC, PJB Implementation
Super User

Project Foundation PJF-P11.1 Define Request Optional - All Site System


Groups for Administrator
Reporting and
Processing

Project Foundation PJF-P11.2 Define Optional - All Site / OU System


Responsibilities for Administrator
Users

Project Foundation PJF-P11.3 Define Additional Optional - All Site System


Users Administrator

Project Foundation PJF-P11.4 Initiate Deferred Required - PJR Site System


Workflow Process Optional - PJF Administrator
(utilization)
PJT (budgetary
controls)

Project Foundation PJF-P11.5 Define Frequently Optional - All Site Projects


Used Folders Implementation
Super User

Project Foundation PJF-P11.6 Define Descriptive Optional - All Site Projects


Flexfields Implementation
Super User

Project Foundation PJF-P11.7 Define Additional Optional - All Site Projects


Page Layouts Implementation
Super User

Project Foundation PJF-P11.8 Set the Profile Optional - All Site System
Option PA: Highlight Administrator
Starting Tasks:
Number of Days

Project Foundation PJF-P11.9 Gather Schema Optional - All Site System


Statistics Administrator

Project Foundation PJF-F1.1 Define additional Optional - PJC, PJR Site Projects
status for Implementation

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Organization Super User


Forecasting

Project Foundation PJF-F1.2 Update status Required - PJC, PJR Site Projects
controls to include Implementation
project in Super User
Organization
Forecasts

Project Foundation PJF-F1.3 Define an Required - PJC, PJR OU Projects


organization project Implementation
type Super User

Project Foundation PJF-F1.4 Define an Required - PJC, PJR OU Projects


organization project Implementation
template Super User

Project Foundation PJF-F1.5 Define organization Required - PJC, PJR OU Projects


forecasting options Implementation
Super User

Project Foundation PJF-F1.6 Define adjustment Required - PJC, PJR Site Projects
reasons Implementation
Super User

Project Foundation PJF-F1.7 Calculate initial Required - PJC, PJR Site Projects
forecast amounts Implementation
Super User

Project Foundation PJF-F2.1 Define unassigned Required - PJC, PJR OU Projects


time options Implementation
Super User

Project Foundation PJF-F2.2 Define utilization Required - PJC, PJR Site Projects
categories Implementation
Super User

Project Foundation PJF-F2.3 Set the following Required - PJC, PJR Site System
profile options for Administrator
utilization:
PA: Require Work
Type Entry for
Expenditures
PA: Resource
Utilization
Calculation Method
PA: Utilization
Manager Default
Period Type
PA: Utilization
Manager Default
Calculation Method
PA: Resource
Utilization Period
Type

Project Foundation PJF-F2.4 Set up global profile Required - PJC, PJR Site Projects
options Implementation
Super User

Project Foundation PJF-F2.5 Set up organization Required - PJC, PJR Site Projects
security profiles Implementation
Super User

Project Foundation PJF-F2.6 Define Oracle Daily Required - PJC, PJR Site Project Super User
Business
Intelligence for
Projects

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Implementation
Options

Project Foundation PJF-F2.7 Update period and Required - PJC, PJR Site Project Super User
organization
information

Project Foundation PJF-F2.8 Summarize financial Required - PJC, PJR Site Projects
and resource data Implementation
Super User

Project Foundation PJF-F2.9 Implement Oracle Required - PJC, PJR Site


Discoverer

Project Foundation PJF-F3.1 Implement Oracle Required - All Site Project Super User
Sales opportunities
with Oracle Projects

Project Foundation PJF-F4.1 Implement Oracle Required - All Site Defined in PLM
Advanced Product
Catalog Integration

Project Foundation PJF-F5.1 Define control Required - All Site Projects


actions Implementation
Super User

Project Foundation PJF-F5.2 Define source Required - All Site Projects


products Implementation
Super User

Project Costing PJC-P1.1 Set the profile Required Site System


option PA: Licensed Administrator
to Use Project
Costing

Project Costing PJC-P2.1 Define expenditure Required Site Projects


categories Implementation
Super User

Project Costing PJC-P2.2 Define revenue Required Site Projects


categories Implementation
Super User

Project Costing PJC-P2.3 Define units Required Site Projects


Implementation
Super User

Project Costing PJC-P2.4 Define expenditure Required Site Projects


types Implementation
Super User

Project Costing PJC-P2.5 Define transaction Optional Site Projects


sources Implementation
Super User

Project Costing PJC-P2.6 Implement Optional Site Projects


transaction control Implementation
extension Super User

Project Costing PJC-P2.7 Implement auto- Optional Site Projects


approval extension Implementation
Super User

Project Costing PJC-P3.1 Define custom Optional Site Projects


sources Implementation
Super User

Project Costing PJC-P3.2 Define journal line Optional Ledger Projects


types Implementation

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Super User

Project Costing PJC-P3.3 Define journal entry Optional Ledger Projects


descriptions Implementation
Super User

Project Costing PJC-P3.4 Define mapping sets Optional Ledger Projects


Implementation
Super User

Project Costing PJC-P3.5 Define account Optional Ledger Projects


derivation rules Implementation
Super User

Project Costing PJC-P3.6 Define journal lines Optional Ledger Projects


definitions Implementation
Super User

Project Costing PJC-P3.7 Define application Optional Ledger Projects


accounting Implementation
definitions Super User

Project Costing PJC-P3.8 Define subledger Optional Ledger Projects


accounting methods Implementation
Super User

Project Costing PJC-P3.9 Assign application Optional Ledger Projects


accounting Implementation
definitions to a Super User
subledger account
method

Project Costing PJC-P3.10 Assign subledger Optional Ledger Projects


accounting method Implementation
to a ledger Super User

Project Costing PJC-P3.11 Update post- Optional Ledger Projects


accounting program Implementation
assignments Super User

Project Costing PJC-P3.12 Define cross-entity Optional Ledger Projects


balancing rules Implementation
Super User

Project Costing PJC-P3.13 Define accounting Optional OU Projects


for labor costs (AutoAccounting, Implementation
based on PJF) Super User

Project Costing PJC-P3.14 Define accounting Optional OU Projects


for expense report (AutoAccounting, Implementation
costs based on PJF) Super User

Project Costing PJC-P3.15 Define accounting Optional OU Projects


for usage costs (AutoAccounting, Implementation
based on PJF) Super User

Project Costing PJC-P3.16 Define accounting Optional OU Projects


for miscellaneous (AutoAccounting, Implementation
costs based on PJF) Super User

Project Costing PJC-P3.17 Define accounting Optional OU Projects


for burden (AutoAccounting, Implementation
transactions based on PJF) Super User

Project Costing PJC-P3.18 Define accounting Optional OU Projects


for total burden (AutoAccounting, Implementation
costs based on PJF) Super User

Project Costing PJC-P3.19 Define accounting Optional OU Projects

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for WIP and (AutoAccounting, Implementation


Inventory costs based on PJF) Super User

Project Costing PJC-P3.20 Define accounting Optional OU Projects


for supplier cost (AutoAccounting, Implementation
adjustments based on PJF) Super User

Project Costing PJC-F1.1 Define non-labor Required Site Projects


resources Implementation
Super User

Project Costing PJC-F1.2 Define non-labor Required OU (based on PJF) Projects


cost rates Implementation
Super User

Project Costing PJC-F1.3 Define non-labor Optional OU (based on PJF) Projects


cost rate overrides Implementation
Super User

Project Costing PJC-F2.1 Define labor costing Optional OU Projects


multipliers Implementation
Super User

Project Costing PJC-F2.2 Define labor costing OU Projects


rules Implementation
Super User
Project Costing PJC-F2.3 Define cost rate Optional OU Projects
schedules Implementation
Super User

Project Costing PJC-F2.4 Assign costing rule OU Projects


and rate schedule Implementation
Super User

Project Costing PJC-F2.5 Define labor costing Optional OU (based on PJF) Projects
overrides Implementation
Super User

Project Costing PJC-F2.6 Implement labor Optional Site Projects


costing extension Implementation
Super User

Project Costing PJC-F2.7 Implement labor Optional Site Projects


transaction Implementation
extension Super User

Project Costing PJC-F2.8 Implement overtime Optional Site Projects


processing Implementation
Super User

Project Costing PJC-F2.9 Implement overtime Optional Site Projects


calculation Implementation
extension Super User

Project Costing PJC-F3.1 Implement asset Optional Site Projects


extensions Implementation
Super User

Project Costing PJC-F3.2 Define standard unit Optional OU Projects


costs for asset cost Implementation
allocations Super User

Project Costing PJC-F3.3 Enable retirement Optional Site Projects


cost processing Implementation
Super User

Project Costing PJC-F3.4 Define proceeds of Optional Site Projects


sale expenditure Implementation

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types Super User

Project Costing PJC-F4.1 Define capitalized Required Site / Exclusions OU Projects


interest rate names Implementation
Super User

Project Costing PJC-F4.2 Define capitalized Required Site Projects


interest rate Implementation
schedule Super User

Project Costing PJC-F4.3 Specify default Required OU Projects


capitalized interest Implementation
rate schedules for Super User
capital project types

Project Costing PJC-F4.4 Update project Required Site Projects


status controls to Implementation
enable capitalized Super User
interest processing

Project Costing PJC-F4.5 Implement the Optional Site Projects


Capitalized Interest Implementation
Extension Super User

Project Costing PJC-F5.1 Define allocation Required OU Projects


rules - shows how Implementation
rule is used - no Super User
setup required.

Project Costing PJC-F6.1 Define Required OU Projects


AutoAllocation sets Implementation
Super User

Project Costing PJC-F6.2 Implement Required Site Workflow Builder


Workflow for
AutoAllocations

Project Costing PJC-F6.3 Implement Optional Site Projects


allocation Implementation
extensions Super User

Project Costing PJC-F7.1 Define cost bases Required Site Projects


and cost base types Implementation
Super User

Project Costing PJC-F7.2 Define burden cost Required Site Projects


codes Implementation
Super User

Project Costing PJC-F7.3 Define burden Required Site Projects


structures Implementation
Super User

Project Costing PJC-F7.4 Set the profile Required OU System


option PA: Default Administrator
Burden Schedule
Type

Project Costing PJC-F7.5 Define burden Required Site Projects


schedules Implementation
Super User

Project Costing PJC-F7.6 Implement burden Optional Site Projects


costing extension Implementation
Super User

Project Costing PJC-F7.7 Enable the profile Optional Site System


option PA: Create Administrator
Incremental

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Transactions for
Cost Adjustments
Resulting from a
Burden Schedule
Recompilation

Project Costing PJC-F7.8 Set the Profile Required Site System


Option PA: Report Administrator
Separate Burden
Transactions with
Source Resources

Project Costing PJC-F8.1 Define transfer price Required Site Projects


rules Implementation
Super User

Project Costing PJC-F8.2 Define transfer price Required Site Projects


schedules Implementation
Super User

Project Costing PJC-F8.3 Define cross charge Required OU Projects


implementation Implementation
options (for all Super User
operating units
using borrowed and
lent processing)

Project Costing PJC-F8.4 Define provider and Required OU Projects


receiver controls Implementation
Super User

Project Costing PJC-F8.5 Define accounting Required OU Projects


for borrowed and Implementation
lent transactions Super User

Project Costing PJC-F8.6 Implement cross Optional Site Projects


charge client Implementation
extensions Super User

Project Costing PJC-F9.1 Define transfer price Required Site Projects


rules Implementation
Super User

Project Costing PJC-F9.2 Define transfer price Required Site Projects


schedules Implementation
Super User

Project Costing PJC-F9.3 Define additional Optional See individual Projects


expenditure types, definitions Implementation
agreement types, Super User
billing cycles,
invoice formats,
transaction sources,
and supplier types
for intercompany
billing

Project Costing PJC-F9.4 Define an internal Required OU Defined in Oracle


supplier for the Payables or Oracle
provider operating Purchasing
unit

Project Costing PJC-F9.5 Define an internal Required OU Projects


customer for the Implementation
receiver operating Super User
unit (global setup)
Project Costing PJC-F9.6 Define supplier sites Required OU Defined in Oracle

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for internal supplier Payables or Oracle


(for each Purchasing
receiver operating
unit)

Project Costing PJC-F9.7 Define bill to and Required OU Projects


ship to sites for Implementation
internal customer Super User
(for each provider
operating unit)

Project Costing PJC-F9.8 Define internal Required OU Projects


billing Implementation
implementation Super User
options

Project Costing PJC-F9.9 Set up tax and Required OU Tax Managers


configure for each
provider operating
unit in Oracle E-
Business Tax to
derive default tax
classification codes
on internal Oracle
Receivables invoices

Project Costing PJC-F9.10 Set up tax and Required OU Tax Managers


configure for each
receiver operating
unit in Oracle E-
Business Tax to
derive default tax
classification codes
on internal Oracle
Payables invoices

Project Costing PJC-F9.11 Define an Required OU Projects


agreement for Implementation
intercompany billing Super User
projects

Project Costing PJC-F9.12 Define an Required OU Projects


intercompany Implementation
project type and Super User
project template(for
each Operating
Unit)

Project Costing PJC-F9.13 Define Required OU Projects


intercompany billing Implementation
projects (for each Super User
provider operating
unit)

Project Costing PJC-F9.14 Define provider and Required OU Projects


receiver controls Implementation
(for each operating Super User
unit)

Project Costing PJC-F9.15 Define the Supplier Required OU Workflow Builder


Invoice Charge
Account for internal
invoicing

Project Costing PJC-F9.16 Implement Payables Required OU Workflow Builder


Open Interface
Workflow

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Project Costing PJC-F9.17 Define accounting Required OU Projects


for intercompany Implementation
billing transactions Super User

Project Costing PJC-F9.18 Define accounting Required OU Projects


for provider cost Implementation
reclassification Super User

Project Costing PJC-F9.19 Define invoice Required OU Projects


rounding account Implementation
for intercompany Super User
transactions

Project Costing PJC-F9.20 Implement cross Required OU Projects


charge client Implementation
extensions Super User

Project Costing PJC-F10.1 Install and Required Site


implement Oracle
Payables and
Purchasing

Project Costing PJC-F10.2 Set the profile Required Site System


options for project- Administrator
related document
entry

Project Costing PJC-F10.3 Set the profile Optional Site Workflow Builder
option PA: AP
Discounts Interface
Start Date
(mm/dd/yyyy)

Project Costing PJC-F10.4 Define the Account Required Site Workflow Builder
Generator for the
supplier invoice
account

Project Costing PJC-F10.5 Define the Account Required Site Workflow Builder
Generator for
project-related
purchasing
transactions

Project Costing PJC-F10.6 Specify a default Optional OU Projects


supplier cost credit Implementation
account Super User

Project Costing PJC-F10.7 Define project- Optional Site Payables Manager


related distribution
sets

Project Costing PJC-F10.8 Define Payables Optional Site Payables Manager


Descriptive
Flexfields

Project Costing PJC-F10.9 Set the following Optional Site System


profile options: Administrator
PA: Transfer DFF
with AP
PA: Transfer DFF
with PO

Project Costing PJC-F11.1 Install and Required Site Internet Expenses


implement Oracle
Internet Expenses

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Project Costing PJC-F11.2 Set profile options Required Site System


to enable project- Administrator
related expense
report entry

Project Costing PJC-F11.3 Set expense report Optional Site System


approval profile Administrator
options

Project Costing PJC-F11.4 Define the Project Required Site Workflow Builder
Expense Report
Account Generator

Project Costing PJC-F11.5 Define a project- Required Site Payables Manager


related expense
report template in
Oracle Payables

Project Costing PJC-F12.1 Install and Required Site (by Inventory


implement Oracle Organization)
Inventory

Project Costing PJC-F12.2 Define project- Required Site (by Inventory Inventory
related transaction Organization)
types in Oracle
Inventory

Project Costing PJC-F13.1 Install and Required Site (by Inventory


implement Oracle Organization)
Project
Manufacturing

Project Costing PJC-F14.1 Install and Required Site Oracle Time &
implement Oracle Labor
Time & Labor

Project Costing PJC-F14.2 Set profile options Optional Site System


for project-related Administrator
timecards

Project Costing PJC-F14.3 Implement client Optional Site Projects


extensions to route Implementation
and approve Super User
timecards

Project Costing PJC-F15.1 Install and Required Site System


implement Oracle Administrator
Payables and
Purchasing for
integration with
Oracle Project
Costing

Project Costing PJC-F15.2 Set the PA: Pay Required Responsibility System
When Paid profile Administrator
option to Yes

Project Costing PJC-F15.3 Set up a document Required OU Purchasing


style with complex Implementation
payment terms User

Project Costing PJC-F15.4 Enable project for Required Project Type, Projects
automatic release of Project Implementation
pay when paid User
invoices
Project Costing PJC-F15.5 Implement Send AR Optional Responsibility Projects
Notification Implementation

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workflow and Super User


enable project for
AR receipt
notification
Project Costing PJC-F15.6 Implement Pay Optional Site Projects
When Paid client Implementation
extension Super User

Project Billing PJB-P1.1 Set the profile Required Site System


option PA: Licensed Administrator
to Use Project
Billing
Project Billing PJB-P2.1 Define Receivables Required OU Receivables
System Options Manager (Defined in
Oracle Receivables)

Project Billing PJB-P2.2 Set up tax in Oracle Required OU Projects


E-Business Tax and Implementation
assign tax Super User
classification codes

Project Billing PJB-P2.3 Define payment Required Site Projects


terms Implementation
Super User

Project Billing PJB-P2.4 Define rate Optional OU (based on PJF) Projects


schedules Implementation
Super User

Project Billing PJB-P2.5 Define invoice Required Site Projects


formats Implementation
Super User

Project Billing PJB-P2.6 Define invoice print Optional Site Projects


method Implementation
Super User

Project Billing PJB-P2.7 Define credit types Required Site Projects


Implementation
Super User

Project Billing PJB-P2.8 Define event types Optional Site Projects


Implementation
Super User

Project Billing PJB-P2.9 Design and assign Optional Site Projects


billing assignments Implementation
Super User

Project Billing PJB-P2.10 Define percent Optional Site Projects


complete revenue Implementation
accrual and Super User
invoicing options

Project Billing PJB-P2.11 Set the profile Optional Site System


option PA: Maintain Administrator
Unbilled Receivables
and Unearned
Revenue Balances

Project Billing PJB-P2.12 Set the profile Optional OU (can vary by System
option: PA Interface OU) Administrator
Unreleased Revenue
to GL

Project Billing PJB-P2.13 Implement billing Optional Site Projects

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extensions Implementation
Super User

Project Billing PJB-P2.14 Implement labor Optional Site Projects


billing extension Implementation
Super User

Project Billing PJB-P2.15 Implement billing Optional Site Projects


cycle extension Implementation
Super User

Project Billing PJB-P2.16 Implement Optional Site Projects


retention billing Implementation
extension Super User

Project Billing PJB-P2.17 Implement Optional Site Projects


automatic invoice Implementation
approve/release Super User
extension

Project Billing PJB-P2.18 Implement the AR Optional Site Projects


transaction type Implementation
extension Super User

Project Billing PJB-P2.19 Implement the Optional Site Projects


output tax Implementation
extension Super User

Project Billing PJB-P2.20 Implement the Optional Site Projects


revenue-based cost Implementation
accrual extension Super User

Project Billing PJB-P2.21 Implement cost Optional Site Projects


accrual billing Implementation
extension Super User

Project Billing PJB-P3.1 Define agreement Required Site Projects


types Implementation
Super User

Project Billing PJB-P3.2 Define agreement Optional OU


templates
Project Billing PJB-P3.3 Enter prepayment Optional OU Receivables Super
receivables activities User

Project Billing PJB-P3.4 Implement funding Optional Site Projects


revaluation factor Implementation
extension Super User

Project Billing PJB-P3.5 Implement Optional Site


Advanced Required
extension

Project Billing PJB-P4.1 Define customers Required OU Receivables


Manager

Project Billing PJB-P5.1 Define custom Optional Ledger Projects


sources Implementation
Super User

Project Billing PJB-P5.2 Define journal line Optional Ledger Projects


types Implementation
Super User

Project Billing PJB-P5.3 Define journal entry Optional Ledger Projects


descriptions Implementation
Super User

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Document 1091426.1

Project Billing PJB-P5.4 Define mapping sets Optional Ledger Projects


Implementation
Super User

Project Billing PJB-P5.5 Define account Optional Ledger Projects


derivation Implementation
Super User

Project Billing PJB-P5.6 Define journal lines Optional Ledger Projects


definitions Implementation
Super User

Project Billing PJB-P5.7 Define application Optional Ledger Projects


accounting Implementation
definitions Super User

Project Billing PJB-P5.8 Assign application Optional Ledger Projects


accounting Implementation
definitions to a Super User
subledger
accounting method

Project Billing PJB-P5.9 Assign a subledger Optional Ledger Projects


accounting method Implementation
to a ledger Super User

Project Billing PJB-P5.10 Update post- Optional Ledger Projects


accounting program Implementation
assignments Super User

Project Billing PJB-P5.11 Set the profile Required Site (cannot vary by Projects
option PA: Selective OU) Implementation
Flexfield Segment Super User
for AutoAccounting

Project Billing PJB-P5.12 Define accounting Required OU (AutoAccounting Projects


for labor revenue based on PJF) Implementation
Super User

Project Billing PJB-P5.13 Define accounting Required OU (AutoAccounting Projects


for expense report based on PJF) Implementation
revenue Super User

Project Billing PJB-P5.14 Define accounting Required OU (AutoAccounting Projects


for usage revenue based on PJF) Implementation
Super User

Project Billing PJB-P5.15 Define accounting Required OU (AutoAccounting Projects


for miscellaneous based on PJF) Implementation
revenue Super User

Project Billing PJB-P5.16 Define accounting Required OU (AutoAccounting Projects


for burden based on PJF) Implementation
transaction revenue Super User

Project Billing PJB-P5.17 Define accounting Required OU (AutoAccounting Projects


for inventory based on PJF) Implementation
revenue Super User

Project Billing PJB-P5.18 Define accounting Required OU (AutoAccounting Projects


for work in process based on PJF) Implementation
revenue Super User

Project Billing PJB-P5.19 Define accounting Required OU (AutoAccounting Projects


for supplier invoice based on PJF) Implementation
revenue Super User

Project Billing PJB-P5.20 Define accounting Required OU (AutoAccounting Projects

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Document 1091426.1

for event revenue based on PJF) Implementation


Super User

Project Billing PJB-P5.21 Define accounting Required OU (AutoAccounting Projects


for unbilled based on PJF) Implementation
receivables, Super User
unearned revenue,
and receivables

Project Billing PJB-P5.22 Define accounting Optional OU (AutoAccounting Projects


for realized gains based on PJF) Implementation
Super User

Project Billing PJB-P5.23 Define accounting Optional OU (AutoAccounting Projects


for realized losses based on PJF) Implementation
Super User

Project Billing PJB-P5.24 Define accounting Optional OU (AutoAccounting Projects


for interproject based on PJF) Implementation
transactions Super User

Project Billing PJB-P5.25 Define invoice Required OU Projects


rounding account Implementation
Super User

Project Billing PJB-P5.26 Define accounting Required OU Projects


for invoice write- Implementation
offs Super User

Project Billing PJB-F1.1 Define additional Optional Site Projects


expenditure types, Implementation
agreement types, Super User
billing cycles,
invoice formats, and
supplier types for
inter-project billing

Project Billing PJB-F1.2 Define an internal Required OU Purchasing Super


supplier for the User, Payables
provider operating Manager
unit Defined in Oracle
Payables or
Purchasing

Project Billing PJB-F1.3 Define an internal Required OU Receivables


customer for the Manager
receiver operating
unit

Project Billing PJB-F1.4 Define supplier sites Required OU Purchasing Super


for internal User, Payables
suppliers Manager
Defined in Oracle
Payables or
Purchasing

Project Billing PJB-F1.5 Define bill to and Required OU Receivables


ship to sites for Manager
internal customer

Project Billing PJB-F1.6 Define internal Required OU Projects


billing Implementation
implementation Super User
options
Project Billing PJB-F1.7 Define provider and Required OU Projects

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receiver controls Implementation


Super User

Project Billing PJB-F1.8 In Oracle E- Required OU Tax Managers


Business Tax, set
up tax for internal
Oracle Receivables
invoices and
configure for each
provider operating
unit

Project Billing PJB-F1.9 In Oracle E- Required


Business Tax, setup
tax for internal
Oracle Payables
invoices and
configure for each
receiver operating
unit

Project Billing PJB-F1.10 Define provider and Required OU Projects


receiver projects Implementation
Super User

Project Billing PJB-F1.11 Define the Supplier Required OU Workflow Builder


Invoice Charge
Account for internal
invoicing

Project Billing PJB-F1.12 Implement Payables Required OU Workflow Builder


Open Interface
Workflow

Project Billing PJB-F1.13 Implement Inter- Optional Site Projects


Project Billing Implementation
extensions Super User

Project Billing PJB-F2.1 Define billing Required OU Projects


implementation Implementation
options Super User

Project Billing PJB-F2.2 Define retention Required OU Projects


invoice format Implementation
Super User
Project Billing PJB-F2.3 Define account for OU Projects
unbilled retention Implementation
Super User

Project Billing PJB-F3.1 Install and Required OU Receivables


implement Oracle Manager
Receivables Defined in Oracle
Receivables

Project Billing PJB-F3.2 Define transaction Required OU Receivables


types Manager
Defined in Oracle
Receivables

Project Billing PJB-F3.3 Set profile options Required OU System


for project invoices Administrator

Project Billing PJB-F3.4 Define Automatic Optional OU Receivables


Accounting in Manager
Receivables Defined in Oracle
Receivables

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Project Billing PJB-F3.5 Define salespersons Optional OU Receivables


for sales credit Manager
Defined in Oracle
Receivables

Project Billing PJB-F3.6 Implement Optional Site Receivables


Receivables Manager
installation override Defined in Oracle
extension Receivables

Project Resource PJR-P1.1 Set the profile Required Site System


Management option PA: Licensed Administrator
to Use Oracle
Project Resource
Management

Project Resource PJR-P2.1 Define additional Optional Site Projects


Management requirement Implementation
statuses, candidate Super User
statuses,
assignment
approval statuses,
and assignment
scheduling statuses.
Project Resource PJR-P2.2 Set the requirement Site System
Management status, candidate Administrator
status, and
assignment status
profile options

Project Resource PJR-P2.3 Define Optional Site Project Super User


Management advertisement rules
Project Resource PJR-P2.4 Define team Optional Site Project Super User
Management templates
Project Resource PJR-P2.5 Define staffing Optional Site Projects
Management priority codes Implementation
Super User

Project Resource PJR-P2.6 Implement Optional Site


Management assignment
approval workflow

Project Resource PJR-P2.7 Implement Optional Site


Management assignment
approval workflow
extensions

Project Resource PJR-P2.8 Implement Optional Site


Management candidate
notification
workflow

Project Resource PJR-P2.9 Implement Optional Site


Management candidate
notification
workflow extension

Project Resource PJR-F1.1 Define forecasting OU Projects


Management options Implementation
Super User

Project Resource PJR-F2.1 Implement Required Site


Management Discoverer reporting

Project Resource PJR-F2.3 Perform Oracle Required Site

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Management Discoverer post-


installation tasks

Project Set the profile Required Site System


Management option PA: Licensed Administrator
to Use Project
Management

Project PJT-F1.1 Enable workplan Optional OU Project Super User


Management structure and
workplan versioning

Project PJT-F1.2 Define additional Optional Projects


Management progress statuses Implementation
Super User

Project PJT-F1.3 Define work items Optional Site Projects


Management Implementation
Super User

Project PJT-F1.4 Define workplan Optional Site Projects


Management change reasons Implementation
Super User

Project PJT-F1.5 Set the profile Optional Site System


Management option PA: Task Administrator
Managers Must be
Project Members

Project PJT-F1.6 Set the profile Optional Site System


Management option PA: Administrator
Workplan Tasks
Default View

Project PJT-F1.7 Implement Optional Site System


Management workplan workflow Administrator
extension

Project PJT-F2.1 Enable Deliverables Required OU Project Super User


Management on Project
Templates

Project PJT-F2.2 Define a Deliverable Required Site Project Super User


Management Type
Project PJT-F2.3 Define a deliverable Optional Site Projects
Management status Implementation
Super User

Project PJT-F2.4 Implement Supply Optional Site


Management Chain Integration

Project PJT-F2.5 Implement Billing Optional OU Projects


Management Integration Implementation
Super User

Project PJT-F3.1 Define financial plan Required Site Project Super User
Management types
Project PJT-F3.2 Create additional Optional Site Project Super User
Management period profiles
Project PJT-F3.3 Create additional Optional Site Project Super User
Management spread curves

Project PJT-F3.4 Define planning Optional Site Project Super User


Management resources

Project PJT-F3.5 Define resource Optional Site Project Super User

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Management breakdown
structures

Project PJT-F3.6 Define planning rate Optional OU Projects


Management schedules Implementation
Super User

Project PJT-F3.7 Define budget Optional Site Projects


Management change reasons Implementation
Super User

Project PJT-F3.8 Implement Optional Site Projects


Management integration with Implementation
Microsoft Excel Super User

Project PJT-F3.9 Define additional Optional Site Projects


Management budget types Implementation
Super User

Project PJT-F3.10 Define additional Optional Site Projects


Management budget entry Implementation
methods Super User

Project PJT-F3.11 Implement Optional Site Projects


Management budgetary controls Implementation
Super User
Project PJT-F3.12 Implement budget Optional Site Projects
Management integration Implementation
Super User

Project PJT-F3.13 Implement Optional Site


Management integration with the
Budget Execution
module

Project PJT-F3.14 Implement client Optional Site


Management extensions for
budgeting and
forecasting

Project PJT-F3.15 Implement Optional Site


Management workflow for
budgeting and
forecasting

Project PJT-F4.1 Define control item Required Site Projects


Management classifications Implementation
Super User

Project PJT-F4.2 Define control item Optional Site Projects


Management statuses Implementation
Super User

Project PJT-F4.3 Define control item Optional Site Project Super User
Management status lists
Project PJT-F4.4 Define additional Optional Site Projects
Management control item Implementation
priorities, level of Super User
effort, and source
types

Project PJT-F4.5 Define control item Required Site Project Super User
Management types

Project PJT-F4.6 Implement control Optional Site


Management item numbering
extension

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Project PJT-F4.7 Implement issue Optional Site


Management and change
workflow extension

Project PJT-F5.1 Implement Required Site Project Super User


Management Microsoft Project
integration

Project PJT-F6.1 Define global Required Site System


Management business intelligence Administrator
profile options

Project PJT-F6.2 Set default project Optional Site System


Management performance Administrator
reporting options

Project PJT-F6.3 Define project Required Site Project Super User


Management performance
reporting setup
options

Project PJT-F6.4 Define custom Optional Site Project Super User


Management measures

Project PJT-F6.5 Define page layouts Optional Site Project Super User
Management

Project PJT-F6.6 Define row sets Optional Site Project Super User
Management

Project PJT-F6.7 Create custom Optional Site


Management reports

Project PJT-F7.1 Define key Optional Site Project Super User


Management performance areas
Project PJT-F7.2 Define performance Optional Site Project Super User
Management statuses and
indicators

Project PJT-F7.3 Define performance Required Site Project Super User


Management rules
Project PJT-F7.4 Define key Required Site Project Super User
Management performance area
scoring rules

Project PJT-F7.5 Configure e-mail Optional Site


Management notifications for
automated status
reports

Project PJT-F7.6 Schedule generation Optional Site Projects


Management of exceptions and Implementation
e-mail notifications, Super User
and calculation of
scores

Project PJT-F8.1 Set reporting pack Required Site System


Management address options Administrator
Project PJT-F8.2 Set reporting pack Optional Site System
Management processing option Administrator

Project PJT-F8.3 Create additional Optional Site XML Publisher


Management report templates Administrator

Project PJT-F8.4 Define reporting Required Site Project Super User


Management pack

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Project PJT-F8.5 Schedule the Required Site Project Super User


Management generation and
distribution of
reports

Project PJT-F9.1 Site Projects


Management Implementation
Super User
Project PJT-F9.2 Define display Optional Site Projects
Management columns Implementation
Super User

Project PJT-F9.3 Implement Optional Site


Management commitments from
external systems

Project PJT-F9.4 Implement custom Optional Site


Management reporting strategy

Project PJT-F9.5 Implement Optional Site


Management commitment
changes extension

Project PJT-F9.6 Implement project Optional Site


Management status inquiry
extension

Project PJT-F10.1 Define additional Optional Site Project Super User


Management project status report
sections

Project PJT-F10.2 Optional Site Project Super User


Management
Project PJT-F10.3 Define additional Optional Site Project Super User
Management report types
Project PJT-F10.4 Optional Site Projects
Management Implementation
Super User

Project PJT-F10.5 Define additional Optional Site Projects


Management reporting cycles Implementation
Super User

Project PJT-F10.6 Define project Optional Site Project Super User


Management status report
reminder rules

Project PJT-F10.7 Define project Optional Site


Management status report
workflow extension

Project Set the profile Required Site System


Collaboration option PA: Licensed Administrator
to Use Project
Collaboration

Project PJL-P2.1 Define additional Optional Site Project Super User


Collaboration team member home
page layouts

Project PJL-P2.2 Set the profile Optional Site System


Collaboration option PA: Team Administrator
Home Page Layout

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Document 1091426.1

SUMMARY

In summary, you now have a combined implementation check list for the Oracle Projects Suite of applications. You will need to use
the list according to your projects implementation.

Related
Products
Oracle E-Business Suite > Projects > Projects > Oracle Project Costing > Costing Setup
Oracle E-Business Suite > Projects > Projects > Oracle Project Foundation > Setup
Oracle E-Business Suite > Projects > Projects > Oracle Project Portfolio Analysis
Oracle E-Business Suite > Projects > Projects > Oracle Project Management > Setup
Oracle E-Business Suite > Projects > Projects > Oracle Project Collaboration
Oracle E-Business Suite > Projects > Projects > Oracle Project Resource Management > Setup
Oracle E-Business Suite > Projects > Projects > Oracle Project Billing > Billing Setup

Keywords
COLLABORATION; COSTING; FOUNDATION; PJR; PROJECT COSTING; R12

Back to Top

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